UBS Financial Services, Inc. jobs
Registered Client Service Associate
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marke...
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marke...
Intern
Your role
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* Gain valuable insight into different areas of the business
* Work on strategic projects that have real impact on clients
* Build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
Are you a people Person? Do you want the chance to experience a very diverse and exciting area of the business, learning how to meet the needs of wealthy clients?
We're looking for someone like this to:
* Gain valuable insight into different areas of the business
* Work on strategic projects that have real impact on clients
* Build an understanding of our industry, culture, and strategy
* Establish a network of mentors and business contacts
Registered Client Service Associate
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marke...
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marke...
Market Supervisory Officer
Your role
We're looking for a market supervisory officer to:
• drive initiatives related to sales supervision, compliance and business risk, including implementation and education
• manage all hiring and personnel decisions, coach the supervisory team and provide training on supervisory tools, new compliance bulletins and operational procedures
• manage review of various supervision processes
• support branches in the Branch Review and Group Internal A...
We're looking for a market supervisory officer to:
• drive initiatives related to sales supervision, compliance and business risk, including implementation and education
• manage all hiring and personnel decisions, coach the supervisory team and provide training on supervisory tools, new compliance bulletins and operational procedures
• manage review of various supervision processes
• support branches in the Branch Review and Group Internal A...
Branch Office Administrator
Your role
• support the branch management team administratively
• assist with resolving client issues
• communicate and implement our administrative and risk management guidelines and policies
• support the hiring process and maintain all HR functions, including payroll for support staff
• assist in the administrative aspects of licensing and registration for all registered employees
• coordinate and plan branch office business meetings and various ac...
• support the branch management team administratively
• assist with resolving client issues
• communicate and implement our administrative and risk management guidelines and policies
• support the hiring process and maintain all HR functions, including payroll for support staff
• assist in the administrative aspects of licensing and registration for all registered employees
• coordinate and plan branch office business meetings and various ac...
Client Associate
Your role
- Maintain and update client information in firm systems to support accurate records and client service.
- Assist with educating clients on basic account services and features, escalating questions as needed.
- Support the preparation of reports and materials for client meetings.
- Collect and process required documentation for new accounts and routine service requests.
- Assist with team marketing initiatives, including event coordin...
- Maintain and update client information in firm systems to support accurate records and client service.
- Assist with educating clients on basic account services and features, escalating questions as needed.
- Support the preparation of reports and materials for client meetings.
- Collect and process required documentation for new accounts and routine service requests.
- Assist with team marketing initiatives, including event coordin...
Registered Client Associate
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered Client Associate to:
• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Help with the preparation of reports and other materials for client meetings
• Collect the right documentation for opening new accounts and service requests
• Plan team marketing events and mai...
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Registered Client Associate to:
• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Help with the preparation of reports and other materials for client meetings
• Collect the right documentation for opening new accounts and service requests
• Plan team marketing events and mai...
Client Associate
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Leverage various communication channels to keep in touch with clients
• Collect the right documentation for opening new accounts and process service requests
• Help with the preparation of reports an...
Are you truly service oriented? Do you know how to take care of people?
We're looking for a Client Associate to:
• Keep management systems up-to-date with client information
• Educate clients on account services and capabilities
• Leverage various communication channels to keep in touch with clients
• Collect the right documentation for opening new accounts and process service requests
• Help with the preparation of reports an...
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